The role of Implementations Manager (IM) is to work within the IM Team as a coordinator and the central point of contact for any Securities Services client on-boarding activities in APAC. He/she is responsible for the planning and co-ordinating implementations of new and incremental securities services custody business, fund manager and mandate restructures
Lead Clients and sales/account and client services managers to plan for implementation activities, timing and define roles and responsibilities on each securities business on-boarding / transitions.
Handhold clients in fulfilling markets account opening documentation specifically related to Stock / Bond Connect and Global Markets
Identify roles and responsibilities of key parties in each project, ensure all parties are accountable for their tasks and progress as planned.
Act as the single point of contact to clients’ contact involved in implementation. Manage and coordinate the overall implementation process including account opening and entitlements to deliver client desired services.
Manage tasks to shorten cycle time and accelerate generation of revenues.
Lead internal resources across functions (operations, systems, and products management), to complete implementations on time
Arrange handover of the client service requirements to Client Servicing Team for seamless transition upon successful completion of transition activities, and post implementation review
Coordinate transition activities with all internal and external parties and report to clients
Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate
Risk management of client implemenation events to ensure delivery and tranparency of client implementation
Participate in various regional projects and calls related to Custody business
Extensive knowledge of banking products and operations, especially securities related services including Global/Direct Custody, Fund Accounting, Transfer Agency, Sec Lending, ETFs, .
Minimum of 8-10 years in a securities operations/client service role
Strong client facing skills
Preferred languages - English, Mandarin, and/or Japanese/Korean
Solid experience of market and custody account opening activities
Knowledge of electronic banking platform a plus
Strong customer orientation and team player
Ability to work independently and overtime if needed
Good time management, negotiation and communication skills
Able to identify issues/risks and escalate where appropriate
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